Stock Taper

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
U.S. BancorpUSB4.38K$264.22K
Blue Owl Capital Inc.OWL4.4K$38.53K
Smurfit Westrock plcSW4.42K$204.42K
Shell plcSHEL4.48K$347.48K
WEC Energy Group, Inc.WEC4.51K$526.3K
Tesla, Inc.TSLA4.61K$1.94M
SempraSRE4.63K$428.81K
Brookfield Asset Management Ltd.BAM4.76K$213.56K
Kinetik Holdings Inc.KNTK4.78K$230.97K
The Charles Schwab CorporationSCHW4.83K$445.81K
Morgan StanleyMS4.92K$1.03M
Huntington Bancshares IncorporatedHBAN4.95K$87.67K
BP p.l.c.BP5K$184.82K
QUALCOMM IncorporatedQCOM5.07K$936.35K
Starbucks CorporationSBUX5.1K$521.48K
Mastercard IncorporatedMA5.2K$2.67M
VICI Properties Inc.VICI5.22K$138.51K
Berkshire Hathaway Inc.BRK-B5.32K$2.66M
Johnson & JohnsonJNJ5.73K$1.45M
The Procter & Gamble CompanyPG5.74K$841.12K